Michael Bosi (CRD# 4479145) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has over 18 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Investment Management Company, LLC | New York, NY | May 2014 - Current | 9 |
| Voya Investment Management | Red Bank, NJ | Jan 2014 - Current | 10 |
| Voya Investments Distributor, LLC | Windsor, CT | Jan 2014 - Current | 10 |
| Ing Investment Management | Red Bank, NJ | Jan 2014 - May 2014 | < 1 |
| Ing Investments Distributor, LLC | Red Bank, NJ | Jan 2014 - May 2014 | < 1 |
| Ing Investment Management Company LLC | New York, NY | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- AK
- AZ
- CT
- DE
- DC
- GA
- IL
- IN
- KY
- LA
- ME
- NJ
- NM
- ND
- OK
- RI
- SC
- TX
- VA
-
Total Assets Under Management241,808MILLIONS
-
Total Number of Accounts96,377ACCOUNTS
-
Average Account Value$2,508,976
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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